In this episode, Vic Colella, CFP®, CDFA®, and Courtney Cubin, CFP®, take a look at market bubbles and why they continue to capture investors’ attention. We revisit some memorable examples throughout history, from tulip mania and the dot-com era to the housing market, meme stocks, and crypto, and explore the behaviors and emotions that tend to show up along the way. We also discuss the questions surrounding artificial intelligence today and share how a thoughtful, diversified investment plan can help investors stay disciplined through changing markets.

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

In this episode, Vic Colella, CFP®, CDFA®, and Alex Richani, CFP®, take a closer look at Trump Accounts, a new savings option for children. We walk through how the accounts work, who may be eligible for the free money that's making headlines, and some important considerations to keep in mind before contributing additional dollars. We also discuss how Trump Accounts stack up against 529 plans and UTMA accounts and why your goals should ultimately guide where you save.

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today. From impersonation schemes to financial fraud, they break down how these scams work, the warning signs to watch for, and the practical steps you can take to protect yourself and your hard-earned assets.

If you have suggestions for future episode topics or would like to share feedback, we'd love to hear from you. Please email us at podcast@woodwardadvisors.com.